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Frederick Nelson

42 Years of Experience
Twin Falls, ID
Broker

Frederick Nelson is a registered investment advisor at D.A. Davidson & CO., based in Twin Falls, ID, with 42 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

450 Falls Avenue, Suite 101, Twin Falls, ID, 83301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
D.A. Davidson & CO.
November 2011 - Present · 14 yrs 6 mos
D.A. Davidson & CO.
June 2010 - Present · 15 yrs 11 mos
D.A. Davidson & CO.Broker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - June 2010 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
January 1989 - January 2008 · 19 yrs
Shearson Lehman Hutton INC.Broker
April 1984 - February 1989 · 4 yrs 10 mos
Edward D. Jones & CO., L.P.Broker
February 1983 - March 1984 · 1 yr 1 mo
State Registrations18 states
AKARAZCACOIDLAMDMNMTNCNJNVOKORTXUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.